#batteries

All articles tagged with "batteries"

Why this battery company is pivoting to AI

SES AI’s Retreat From Mass Battery Manufacturing Shows the Pressure on Western EV Supply Chains

SES AI is shifting its focus from large-scale battery manufacturing toward AI-driven materials discovery, reflecting the harsh economics facing Western battery startups.

Key Takeaways

SES AI is pivoting from EV-scale battery manufacturing toward AI materials discovery.
The company will continue making batteries for smaller markets such as drones.

DT Editorial Team·Mar 25, 2026·via technologyreview.com

Europe's Battery Industry Faces Existential Crisis as Chinese Manufacturers Dominate

Europe's ambitious plans to build a homegrown battery industry are colliding with reality as factories close, investment stalls, and Chinese manufacturers widen their cost advantage. Automakers face a painful choice between domestic sourcing goals and economic survival.

Key Takeaways

European battery plants are closing as Chinese manufacturers maintain 20-40% cost advantages
Slowing EV demand creates a vicious cycle of underutilization and rising per-unit costs

DT Editorial Team·Feb 27, 2026·5 min read·via autonews.com